"A guide for managing personal files" matching MCP servers:

Enables MCP clients like Claude to query Chinese A-share market data, including K-line charts with forward/backward adjustment, limit-up and limit-down pools, per-stock fund flows, index quotes, and stock news, with automatic symbol normalization and retry handling for throttled data sources.

Provides A-share (Chinese stock market) quantitative analysis through tools for stock screening, northbound capital flow tracking, dragon-tiger list analysis, margin trading, sector analysis, technical indicators, IPO info, and limit-up/down statistics using akshare data.

提供A股实时行情、历史K线、财务报表、技术指标等全方位数据查询的MCP服务器，支持盘中即时更新及批量查询。

A comprehensive MCP server for managing personal finances, enabling users to track expenses, manage budgets, monitor financial goals, and analyze spending patterns through an AI assistant. All data is stored locally in SQLite for complete privacy.

Local MCP server for A-share stock trading via Tonghuashun, offering account/position queries, buy/sell/cancel orders with risk controls and forced user confirmation; currently simulated with a reserved interface for real broker channels.

Enables natural language queries about financial accounts, net worth, transactions, and asset allocation via the Empower/Personal Capital API.

Self-hosted, read-only MCP server that connects banks, credit cards, loans, and brokerage accounts via Plaid. 9 tools for balances, transactions, recurring charges, liabilities, and investment holdings.

Enables Claude to query Empower/Personal Capital financial accounts, net worth, transactions, and asset allocation via natural language.

Enables local tracking of personal expenses by adding, listing, summarizing, updating, and deleting expense records stored in a CSV file through an MCP client.

Provides 77 deterministic financial calculators, live market data, and a meta-advisor that chains tools into prioritized plans from plain-language descriptions.

Enables Claude to answer read-only questions about Wealthsimple accounts via Plaid, including balances, holdings, allocation, investment activity, net worth, and connection health. CSV exports serve as a fallback when Plaid data is incomplete.

Enables local import and querying of Tokopedia purchase data, including orders, shipments, payments, chats, and products, with record history, draft seller messages, and budget-aware purchase plans. It supports search, filtering, pagination, and atomic idempotent snapshots while keeping unsent drafts and unordered plans clearly marked.

A Model Context Protocol server providing tools for querying A-share stock market data, including historical prices, financial reports, market indices, and macroeconomic indicators.

Provides 11 composable MCP tools for A-share market research, covering quotes, news, technical signals, sector performance, portfolio risk, backtesting, and paper trading, with traceable data sources and calculation basis.

MCP server providing 29 A-share analysis skills including real-time data, capital flow, limit-up tracking, technical/fundamental analysis, backtesting, risk control, and Xueqiu portfolio tracking, enabling AI agents to execute market research and strategy tasks.

Enables Claude to analyze personal finances by reading bank CSVs or connecting to Plaid for live transactions, categorizing spending, flagging overspending against benchmarks, and generating actionable reports and savings tips.

Enables Claude to query linked bank and credit card accounts through Plaid, covering balances, transaction search, recurring charges, liabilities, and investment holdings. All access is read-only and runs locally, so no tool can move money or change anything at a bank.

Personal Finance AI - MCP server providing AI-powered tools and automation by MEOK AI Labs

A lightweight MCP server for tracking personal expenses, income, and budget summaries using SQLite.

Provides comprehensive A-share (Chinese stock market) data including stock information, historical prices, financial reports, macroeconomic indicators, technical analysis, and valuation metrics through the free Baostock data source.

Enables read-only access to personal financial data and safe, audited classification-rule management via Claude Desktop.

Enables interacting with personal-finance-service business operations—groups, payment methods, and expenses—as MCP tools, with Keycloak authentication for interactive and headless agents.

MCP server adapter that exposes A-share stock data tools, prompts, and resources via FastMCP, enabling querying of stocks, K-lines, financials, sectors, and market hot spots through natural language.

A small MCP server that wraps MoneyMoney on macOS via AppleScript, exporting account lists and transactions (bookingDate, amount, name, purpose) as plists for invoice reconciliation, complementing a companion Apple Mail server.

Connects MCP clients such as Claude, Cursor, and Codex to a YNAB budget so users can ask about month health, cash position, overspent categories, uncategorized or unapproved transactions, subscriptions, recurring charges, and reconciliation. Read-only unless writes are explicitly enabled, in which case changes are logged with prior state and can be reverted.

Enables Claude to read YNAB plans, accounts, categories, payees, and transactions, and to create, update, delete, categorize, approve, or bulk-edit transactions and assign funds to categories through a privately deployed Cloudflare connector.

基于Model Context Protocol (MCP) 的A股实时行情查询服务器，支持查询A股实时价格、历史K线数据、财务信息及市场概况。

A collection of small MCP servers for macOS automation that expose Apple Mail, MoneyMoney, and Spotlight functionality as tools via AppleScript and command-line, enabling AI applications to search mail, manage contacts and transactions, and perform system-wide file searches through natural language.

A fast, safe MCP server for YNAB providing read-only budget access by default, with 28 tools for budgets, transactions, categories, payees, accounts, scheduled transactions, and server-computed analytics.

Enables users to audit recurring personal SaaS and streaming costs by cost-per-use, detect dormant charges, and forecast five-year compound savings from cancellations.